See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,089 | $152,509+35.8% | $117,472+76.3% | $134,475+54.0% |
| Participation rate | 92.3% | 77.1%+15.2pp | 70.6%+21.7pp | 81.2%+11.1pp |
| Annual return | -22.08% | 52.99%-75.1pp | 29.74%-51.8pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,795 | $5,571-31.9% | $4,176-9.1% | $4,740-19.9% |
| Participant deferral / active EE | $11,820 | $4,818+145.3% | $4,070+190.4% | $6,400+84.7% |
| Admin fee / account holder | $1,983 | $7,004-71.7% | $5,645-64.9% | $11,426-82.6% |